Connect CallHub and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Agent Activated
New Note Added
New Text Message Received
Transfer Digit Pressed
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use CallHub and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Agent Activated
Triggers when an agent activates his account to make calls for call center campaigns in your CallHub account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
Do thisActions
Action is the task that follows automatically within your CallHub integrations.
Create contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
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Frequently Asked Questions
To start, connect both your CallHub and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how CallHub data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between CallHub and Apptivo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallHub and Apptivo CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
Learn MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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